I primarily use Square Online, but do occasional events and sometimes have friends/family contact me directly (via text, etc.) to place an order rather than ordering online. I'm looking for a way to have a streamlined order queue that combines both online and in-person orders.
Two scenarios where this comes up:
1) Place an order in person for shipment later
I take custom orders at events and would like to be able to record that information through Square. Currently, I've been taking their info and putting it into an invoice. That works OK for tracking contact info and payment, but for fulfillment purposes, I'd like the orders go into the open order queue with the other online orders.
2) Place an order from the "back end"
Sometimes I'll get somebody that texts me a request for an item (custom or not). Again, I'd like to be able to place this order on their behalf so it gets placed into a streamlined order fulfillment queue.
Basically, I'm requesting a manual way to add an open online order that allows for all the details an online order captures (modifiers, variations, etc.) and combines online + back-end placed orders to be in one streamlined working queue for fulfillment.
Square Community